Sep 03, 2026Twila Rosenbaum
Agentic AI traffic patterns are making traditional IP networks obsolete. To support always-on AI agents, organizations need real-time telemetry, segment routing, EVPN, FlexAlgo and integrated security. Modernizing these IP foundations can unlock new AI revenue streams, while legacy networks risk becoming a competitive constraint. This article explores the connectivity capabilities needed for an agentic AI future.
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Sep 03, 2026Twila Rosenbaum
Arista Networks reported its first-ever $3 billion quarter, with revenue reaching $3.036 billion on strong AI networking demand. The company saw growth across AI fabrics, campus, and routing, while supply chain pressures began to ease. Arista also detailed innovations in EOS and optics, and raised its annual growth projection to 40%.
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Sep 03, 2026Twila Rosenbaum
A Cisco executive told a Senate subcommittee that AI is fundamentally changing network traffic patterns, demanding new infrastructure and policies. Bob Everson highlighted that AI inference traffic has quadrupled in eight months and that AI agents generate 450% more traffic than humans. He also urged lawmakers to support spectrum policy, modernize permitting, and accelerate the U.S. AI-native networking stack.
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Sep 03, 2026Twila Rosenbaum
Groundcover announced a $100 million Series C round to fund its observability platform as it pivots toward AI infrastructure. The company uses eBPF and OpenTelemetry to provide visibility without code instrumentation, a feature increasingly important for agentic AI workflows. CEO Shahar Azulay explains why distributed tracing breaks down with AI agents and how Groundcover's architecture supports private, large-scale telemetry. The round brings Groundcover's total funding to $160 million.
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Sep 03, 2026Twila Rosenbaum
Dell Technologies has reported a record $95 billion AI backlog, underscoring how far supply trails demand for AI infrastructure. Quarterly revenue rose 58%, led by an 89% jump in infrastructure solutions, but component shortages continue to limit how much equipment Dell can ship. Executives said constraints span servers, storage, DRAM, NAND and beyond.
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Sep 03, 2026Twila Rosenbaum
Gal Gadot says James Gunn and Peter Safran originally told her they planned to develop Wonder Woman 3 with her before the sequel was abandoned. In a new interview, she says the studio handled exits by Henry Cavill and Patty Jenkins in a less than elegant way. She also explains why returning to the role now no longer fits her life.
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Sep 03, 2026Twila Rosenbaum
President Recep Tayyip Erdoğan wrapped up his visit to Kyrgyzstan after the SCO’s 25th anniversary summit in Bishkek. Leaders adopted the Bishkek Declaration and other documents on security, energy, transport, climate and artificial intelligence. Erdoğan held bilateral talks with Vladimir Putin, Ilham Aliyev and Sadyr Japarov on the sidelines.
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